Personal Lines Account Manager
1 week ago
At World Insurance Associates, we are seeking a highly skilled and motivated Personal Lines Account Manager to join our team. As a key member of our team, you will be responsible for supporting our Account Executives with client management and retention.
Key Responsibilities:
- Assist insurance producers in servicing client needs
- Support Account Manager(s) in effectively managing a high volume of work, ensuring all required tasks are completed accurately and on-time.
- Changes to existing policies in Epic and on carrier site (adding/replacing car, mortgagee change, coverage changes, etc.)
- Handle renewals, service requests, claims, billing and new policies
- Review all applications, policies, endorsements and audits for accuracy · Coordinate expiration list with department manager to obtain renewal business information
- Grow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
Requirements:
- Candidate must be fluent in Portuguese
- Bachelor's degree or equivalent work experience, preferred
- Two years minimum Personal Lines account management or support experience required
- Property & Casualty License required, or agreement to obtain within 3-6 months of employment
- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
- Applied/Epic or similar agency management software experience, preferred.
- Able to work independently and enjoy a high degree of interaction with team members.
- Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
- Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
- The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
- Ability to maintain a professional demeanor and positive attitude
Equal Employment Opportunity:
At World Insurance Associates, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. We are honored to be an equal opportunity workplace and are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.
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